Scheduling or rescheduling work order or work order task

This page allows you to schedule the work orders and the tasks associated to it. Tell me more.

Select the “Schedule / Re-schedule Work Order(s)” link under the “Hangar Work Order” business component.

The “Schedule / Re-schedule Work Orders” page appears.

The system displays the following:

Date & Time Format

The format in which the date and time fields are displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date and time format from the "Enterprise Modeling" business component by default.

Enter the following fields in the “Work Order Selection” group box, to search for a work order. Data entry in the following fields is optional:

Display Option	Use the drop-down list box to specify whether you need to retrieve work order or work order tasks. The system provides the option, “By Work Order” and “By Task”. The system displays “By Task” by default.
	Select “By Work Order”, if you wish to retrieve all the work orders whose authorization status is “Authorized” or “Not Required”.
	Select “By Task”, if you wish you to retrieve all the work order tasks whose authorization status is “Authorized” or “Not Required”.
Job Status	Use the drop-down list box to select the job status of the work order. The system provides the option, “Fresh”, “Scheduled” and “In-progress”. The system retrieves all the work orders whose job status is similar to the status specified here. The system sets the field blank by default. Leave this field blank, to retrieve all the work orders irrespective of the job status.
Work Order #	The number of the work order for which you need to plan material, resource and work groups (Alphanumeric, 40). You can enter the work order number in full or specify it partially using the “*” character. The system retrieves all the work orders that are similar to the number entered here. Leave this field blank, to retrieve all the work orders.
Task Exec.Phase	Use the drop-down list box to select the execution phase of the task. The system lists the options "Preparatory", "Regular" and “Post Flight" and all the quick codes which are in active status as defined in the “Maintenance Task” business component. By default, the system leaves the field blank.
Aircraft Reg #	The registration number of the aircraft (Alphanumeric, 30). You can enter the aircraft registration number in full or specify it partially using the “*” character. The system retrieves all the work orders associated with the aircraft whose number is similar to the value specified here. Leave this field blank, to search for all work orders irrespective of the aircraft.
Note: The system retrieves only those work orders for which the aircraft is not in “Frozen” record status.
Work Center #	Use the drop-down list box to select the work center, to which the work order you need retrieve is attached. The system lists all the 'active' work centers defined in the “Create Work Center” activity of the “Work Center” business component. The system retrieves all the work orders attached to the work center specified here. Leave this field blank, to retrieve all the work orders irrespective of the work center.
Visit Package #	The number that identifies the visit package (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the work orders that are associated with the visit packages whose number is similar to the value specified here. Leave this field blank, to search for all the work orders irrespective of the visit packages.
Task Description	The textual description of the work order task (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” character. The system retrieves all the work order tasks whose description is similar to the description entered here. Leave this field blank to retrieve all the work order tasks irrespective of the description.
Adv. Search ID	Use the drop-down list box to select the code that identifies a set of advanced search options to retrieve the work order. The system lists all the advance search IDs for the login user in the login organization unit. The system retrieves all the work orders based on the filter criteria specified in the advanced search criteria. Leave this field blank, to retrieve all the work irrespective of the advance search options.

Select the “Edit” link along side, to modify the advance search criteria.
Enter the following fields:

Transient Status

Use the drop-down list box to select the transient status of the work order. The system provides “Hold” as the option. The system retrieves all the work orders whose transient status is “Hold”. Leave this field blank, to retrieve all the work orders irrespective of the transient status.

The system leaves the field blank by default.

Sch. Start Date : From

The starting date, in the range of scheduled start dates, on which the work order is planned to be started (Date Format). The system lists all the work orders that have scheduled start dates on or after the date entered in this field.

Sch. Start Date : To

The ending date, in the range of scheduled start dates, on which the work order is planned to be started (Date Format). The system lists all the work orders that have scheduled start dates on or before the date entered in this field.

Note: If the date range exceeds 30 days, then ensure that the aircraft registration number is entered, if the "Adv. Search ID" is selected.

Also ensure that the “From” date is not later than the “To” date.

Enter the following:

Customer #	The number identifying the customer who owns the aircraft (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. Leave this field blank to retrieve all the visit packages irrespective of the customer number entered here.The system retrieves only those work orders whose owning agency number matches with the customer number entered here.
Customer Name	The name of the customer owning the aircraft (Alphanumeric, 40). You can enter the name in full or specify it partially using the “*” character. Leave this field blank to retrieve all the visit packages irrespective of the customer name entered here.The system retrieves only those work orders whose owning agency name matches with the customer name entered here.

Click the “Search” pushbutton to search for the work orders.

Note: The system retrieves the details according to the option selected in the “Display Option” field.

If the above fields are left blank, the system lists all the work orders, which are in the “Fresh”, “Scheduled” or “Inprogress” status, created in the login organizational unit.

Enter the following fields in the “Schedule Options” group box:

Sch. Start Date To	The scheduled start date of the work order or work order task. (Date Format). By default the system displays the current system date.
Assignment of Resources	Use the drop down list box to specify whether the assignment of resources is done for facilities, skills or both. The system provides the option, 'Req. for Facilities', 'Req. for Facilities and Skills' and 'Not Required'.
Advance By (Days)	The number of days by which you wish to advance the execution of the work order or task (Integer). Ensure that the value entered is positive. This field should not be entered for a work order or a task that is in “In-Progress” status.
Postpone By (Days)	The number of days by which you wish to postpone the execution of the work order or task (Integer). Ensure that the value entered is positive.

Note: You can advance the scheduled start date of the work orders or tasks, which are in the “Scheduled” status. For a work order or tasks, which are in the “In-Progress” status, you can only postpone the execution.

Retain Assignments on Re-scheduling

Use the drop-down list box to specify whether the assignment of resource must be retained after re-scheduling of the work order or task. The system provides the options, “Yes” or “No”. The system sets the field blank by default.

Note: If a work order or task is getting re-scheduled and 'Retain Assignments on Re-Scheduling' option is selected as ‘Yes’, then system moves all the assignments to the newly scheduled dates, I.e., if the work orders are postponed by 'x' days, then all the assignments also should be shifted by 'x' days. If the work orders are advanced by 'Y' days then all the assignments are also advanced by 'y' days. If the option is selected as 'No' then the system removes all the assignments.

To proceed, carry out the following

Select the "Work Order Details" tab to schedule/reschedule tasks/work orders.
Select the “Gantt Chart” tab to schedule/reschedule tasks/work orders.

Enter the following fields in the “Default Changes Options” group-box:

Change to : User Status	Use the drop-down list box to change the user-defined status of the selected work order. The system lists all the active quick codes of type “User Status” defined in the “Create Quick Codes” activity of the current business component. The system sets the field blank by default.
Change WO Category To	Use the drop-down list box to change the category of the selected work order. The system lists all the active quick codes of type “WO Category”, as retrieved from the “Create Visit Category” activity of the “Central Planning” business component. The system leaves the field blank by default.

Note: You cannot modify the work order category under the following circumstances:

If a material request has already been generated for the work order.
If the status of the work order is "In-Progress".

The system ignores WO category selected in this field, if the “By Task” option is selected in the “Display Option” field.

Ensure the following conditions before scheduling the work order or task:

If you have set the option 'Re-Scheduling Beyond Compliance Date' as 'Not Allowed', ensure that the scheduled end date of any of the selected records in the multiline is not later than the compliance date of the work order.

Ensure that the work order selected for scheduling has at least one task associated to it.

Check the box in the “Select” column of the multiline to select the work order or task, to be scheduled, cancelled, held or released.

To schedule the work order

Click the “Schedule” pushbutton to schedule the selected work order or work order task.

The system performs the following after clicking the “Schedule” pushbutton:

Ensures that there exists a CAPEX proposal number for the work order, if the work order is of expense type “Capital”.
Posts the comitted amount of the Estimated Total Cost of the Work order in “Asset Planning” business component, against the CAPEX proposal number defined for the work order with expense type as “Capital”.
For a “Fresh” and “Authorized” component work order, the system sets the status as “Scheduled” and the re-schedule count as “0”. The name of the user who scheduled the work order or task is also stored.
For a “Scheduled” and “In-Progress” work order, the system retains the status and increments the existing re-schedule count by 1.
If the “Retain Assignments on Re-Scheduling” option is set as 'Yes', the system moves all the assignments to the newly scheduled dates. For example, if the work orders are postponed by 5 days, the system postpones all the assignments by 5 days. If the work orders are advanced by 5 days, the system advances the assignments by 5 days. If the “Retain Assignments on Re-Scheduling” option is set as “No”, then the system removes all the assignments.
If you have set the “Automatic” option of reserving the material for work order during scheduling, the system automatically reserves the parts of planning type “Disposition” for the selected work order or task.
The task identified along with related tasks which attain 'Schedule' status and which has part requirement defined as "Always required", if the “Auto Creation of Material Request” is set as “On Scheduling”, the system generates the material request (MR), automatically. The system generates the material request based on the options set in the “Material Request Auto Creation Options” group box of the “Set Options” activity. The class of the MR is set as “Maintenance” and the type as “Planned”. The login user name and current server date is stored in the “Created By” and “Created Date” of the MR. The requested quantity of parts is updated for each work order or task. The lowest scheduled start date is taken as the “Need Date” of the MR. For parts whose issue basis is “Returnable”, the scheduled end date of the work order or the planned end date of the visit package, whichever is later, is taken as the expected return date of the part.

Note: For a part with consumption mode set as “Backflushable”, the system will not generate the material request (MR) automatically, even if the “Auto Creation of Material Request” is set as “On Scheduling”.

On auto-generation of MR, the system performs the following if the hangar work order is based on the customer order:

updates the “Request For” field as “Customer”, “Internal” or “Internal and Customer” in the “Material Request” business component, if Customer Order reference is identified for the Work Order, based on the value set in the “Spares Supplied By” field in the “Customer Order” business component.
updates the “Request For” field as “Internal” in the Material Request” business component, if the ownership of the aircraft identified in the work order is “Owned” or “Leased Out”. Else, the system updates the value “Internal and Customer” in the “Request For” field.
updates the warehouse for the part from the “Storage Administration“ business component.

Note: For work orders that are not customer based, the system updates the warehouse for the part from the “Work Center” business component.

If the work order has reference to customer order and if the current business component interacts with the “Customer Order” business component, then the sytem updates the stock status for all the requested parts, based on the Preferred Stock Status identified for the reference Customer Order in “Customer Order” business component. Else, the system updates the preferred stock status identified for the Aircraft Reg # from the “Aircraft” business component.

The system generates the material request on re-schedule of the same work order automatically, if

a) any additional part is defined; or

b) additional quantity is specified for the existing parts.

For a sub task, if the resource group is identified as 'Not Required', the system updates the sign-off status to “Not Required”.
For all those sub-tasks that need sign-off from “Mechanic Only”, “Inspector Only” and “Mechanic & Inspector”, the system updates the sign-off status to “Pending”.
If the category of the work order is changed in the "Change WO Category To" field, the system accordingly updates the account codes against the work order.
The system creates a non-standard task, if you do not specify the task #. By default, a sub-task named as the task description is created for the non-standard task. The “Exec. Phase” of the hangar work order is updated to “Regular”.
The system updates attributes such as, Task Description, Task Category, Work Center #, Execution Phase, Est. Man Hrs, Est. Elapsed Time and, ATA in the Task Master for the non-standard task pertinent to the hangar work order execution document.

Note: The default resource group defined in the “Set Options” activity of the “Maintenance Tasks” component is set as the resource group for the non-standard task created in the hangar work order. You can modify details of a non-standard task in the “Author Repair Procedure” page.

To cancel the work order

Click the “Cancel” pushbutton to cancel the selected work order or task.

Note:If material has been issued, you cannot cancel the work order or task.

Note: You cannot cancel the work order,

if the “Display Option” field is set as “By Work Order” and the selected work order is based on the customer order with planning status as “Planned”.
If the “Display Option” field is set as “By Task”, and if for the selected task the work order is based on the customer order with planning status as “Planned”.

The system performs the following after clicking the “Cancel” pushbutton:

The system changes the status of the work order or task to “cancelled” and stores the name of the login user and the current server date as the last modified date. However, you cannot cancel a work order, which is in the “Hold” or “Inprogress” status.
The system cancels the corresponding Access Panel tasks, which are not referred by any other task or visit package.
If all the tasks in a work order are cancelled, the system changes the status of the work order to “Cancelled”.
Updates the status of the material request associated to the work order to one of the following:

Cancelled – If the material request is in “Draft” or “Fresh” status.
Short Closed – If the material request is in “Authorized” status.

Note: If there are issue documents in the “Fresh” or “Draft” status for the short closed material request, the system updates the status of those documents to “Cancelled”.

If the cancelled work order has pending work units, the work units are moved to the pending tray for processing.
If the cancelled work order has some precluded work units attached to it as defined in the “Allocate Workunits” activity of the “Central Planning” business component, then the system changes the job status of all the precluding work units to “Pending” and the Precluded WU” status to blank.
The system cancels all the assignments for the cancelled work orders.
The system posts the reversal amount proposed for the CAPEX proposal number in the “Asset Planning” business component.
If the selected Hangar Work Order # has been referred to as a Ref. Doc. # in a purchase order of type 'Adhoc PO' or 'Service PO' and the status of the line item in the purchase order is not 'Short Closed' or 'Cancelled', the system will not allow the hangar work order to be cancelled .
If the selected Hangar Work Order #, Task # or Sequence # have been referred to as a Ref. Doc. #, Ref. Task # & Ref. Task Seq # in a purchase order type 'Adhoc PO' or 'Service PO', the system will not allow the Task# to be cancelled if the status of the line item in the purchase order is not “Short Closed” or “Cancelled

To hold the work order

Click the “Hold” pushbutton to hold the selected work order or task.

The system changes the transient status of the selected work order or task to “Hold”. The system updates the comments for holding the work order or task. The system updates the name of the login user and the current server date as the last modified date:

To release the work order

Click the “Hold Release” pushbutton to release the selected work order or task.

You can release the work order or task whose transient status is “Hold”. The system changes the transient status of the selected work order or task from “Hold” to blank. The system updates the comments for releasing the work order or task. The system updates the name of the login user and the current server date as the last modified date.

To import the work orders/tasks

Click the “Import From PMT” pushbutton, to import the work orders/tasks from the project management software.

To proceed, carry out the following

Select the “Plan Resource” link at the bottom of the page to plan resource for a work order.
Select the “Assign Resources” link at the bottom of the page to assign resources to a work order.

Select the “Create Deferment Request” link at the bottom of the page to create deferment request for the work order or work order task.
Select the “Record Delays” link at the bottom of the page to update delay information for the work order or work order task.

Refer to the topic "Recording work delay information", in the Hangar Work Reporting online help for more details.

Select the “Assign Work Group / Employee(s)” link at the bottom of the page to assign work groups and employees to work orders.
Select the “View Status Log” link at the bottom of the page to view the status log of the work order.
Select the “Create Material Request” link at the bottom of the page to create material request.
Select the “Edit Material Request” link at the bottom of the page to create material request.
Select the “Set Adv. Search Criteria” link at the bottom of the page to set the advance search criteria.
Select the “Launch PMT to schedule WO” link at the bottom of the page to launch the project management template to schedule the work order.
Select the “Print Work Order Index Sheet” link at the bottom of the page to print the work order index sheet.
Select the “Review Work Center Load” link at the bottom of the page to know about the jobs scheduled for execution in the work center during the specified period.
Select the “View Work Unit Dates and References” at the bottom of the page to view work units dates and references.

Refer to the topic "Viewing work units dates and references" ,in the Visit Package online help, for more details.

Select the “View Reschedule History” link at the bottom of the page to view the reschedule history for a work order.
Select the “View Work Order Details” link at the bottom of the page to view the work order details.
Select the “Plan Capacity” link at the bottom of the page, to plan and schedule execution of customer orders/maintenance objects.

Refer to the “Capacity Planning” online for more details.

Select the “View Capacity Plan Execution Strategy” link at the bottom of the page, to view the capacity plan execution strategy.

Refer to the “Capacity Planning” online for more details.

Select the “View Material Request Details” link at the bottom of the page to view the Material Request details.

Scheduling or rescheduling work order task or work order– An overview

This page allows you to schedule the work orders and the tasks associated to it. You can schedule work orders, which are in "Fresh" or "Authorized" status. You can reschedule work orders, which are in "Scheduled" or "In-Progress" status.

You can specify the scheduled start and end dates, scheduled start and end time for the work orders and tasks along with the schedule remarks.

Work orders are re-scheduled when there is an unexpected delay in the execution of the work order or task or when the planning of the work order gets changed. This page enables you to reschedule the work order or work order task. If the work order is in “Scheduled” status, before execution, it can be rescheduled in this page. You can also reschedule the work order that is in “In-Progress” status. In both the cases, after rescheduling, the status remains as “Scheduled” or “In-Progress”, and only the 'reschedule count' is modified. The 'reschedule count' is the number generated by the system when a work order or task is rescheduled.

The system sets the reschedule count of the work order or task as ’zero’ for the first time when it attains the “Scheduled” status. The reschedule count gets incremented for the subsequent rescheduling of the work order or task.

In this page, you can also advance or postpone work orders in bulk.

What you can do in this page

Change the user-defined status of the work order

Specify default date and time

Advance or postpone the scheduling of the work order

Change the user-defined status of the work order

You can change the user-defined status by using the “active” quick codes of type “User Status” as defined in the “Create Quick Codes” activity of the current business component.

Set the appropriate option in the “Change to : User Status” field, to change the user-defined status of the selected work orders.

Specify default date and time

You can specify the scheduled start and end date and time.

Enter the scheduled start date and time in the “Sch. Start Date & From Time” fields.
Enter the scheduled end date and time in the “Sch. End End Date & End Time” fields.

Advance or postpone the scheduling of the work order

The scheduling of the hangar work order can be advanced or postponed.

Enter the number of days by which you wish to advance the work order scheduling in the “Advance By (Days)” field.
Enter the number of days by which you wish to postpone the work order scheduling in the “Postpone By (Days)” field.